Inside the Global Data Centre Investment Market
Data centres are essential digital infrastructure and one of the asset class’s most sought-after investment sectors. They are at the heart of the hyperscalers’ massive AI infrastructure build out and frequently grab headlines for their insatiable power and water consumption, environmental footprint, and community impact. Power is, in fact, the number one bottleneck data centre developers face nowadays.
Hyperscale, co-location and edge data centres
Data centres’ ever-closer association with the hyperscalers’ AI needs often obscures the depth of the sector, which also underpins cloud computing for the likes of Amazon, Microsoft and Google. And while AI data centres are turning into gigantic campuses, often consuming as much energy as a large city, the sector comprises everything from multi-tenant co-location facilities to single-organisation enterprise data centres, to edge facilities focused on reducing latency, to name just a few data centre types.
DATA CENTRE INSIGHTS
Nearshoring remains priority for US government as challenges emerge for data centres
Digital infrastructure now dominates North American fundraising, but growing public opposition and a wave of moratoriums threaten to slow the build-out.
Foundation Credit closes second infra fund on $540m – exclusive
The fund targeting mid-market, local US infrastructure debt slightly exceeded its target of $500m.
Canada enjoys home advantage in AI infrastructure race
Boasting enviable low-carbon energy and impressive cross-border connectivity, the US’s northern neighbour has a clear head start in the AI race – if it can overcome multi-year interconnection queues.
Data centre investors grapple with patent litigation
Patent litigation risk ‘is moving from the margins to the heart of project risk’, but is not getting the attention it deserves. Osborne Clarke’s Tim Harris provides some guidance on navigating this emerging risk
All about sovereignty
InfraVia and PEI will be exploring this theme at an event held during Paris InfraWeek on 5 November, featuring speakers from the energy, digital infra and finance sectors.
Are data centres becoming too hot to handle?
With power constraints and political backlash curtailing growth, is it time for investors to get out of the market?
Private credit goes all-in on the AI infra boom
Lenders are being met with a wave of demand for financing every physical aspect of the data centre build-out.
Ardian: ‘We’ve been less shy on factoring growth into our business plans’
On this podcast, Ardian Infrastructure CIO Marion Calcine talks about the European investment opportunity, portfolio construction, what counts as essential infra, how to tackle AI infra and more.
DOWNLOAD: Q3 is a bright spot in an unremarkable fundraising year
Over $45bn of the circa $100bn raised in the first nine months of the year was amassed in the third quarter.
CIM Group on the power of platforms in the mid-market
Steering clear of mega-fund competition requires a specialised operational playbook, local stakeholder engagement and the capacity to build regional platforms from the ground up, says CIM Group’s Jennifer Gandin.
Infrastructure Investor’s latest Digital report finds AI generating a wealth of opportunities.
Accelerated adoption of artificial intelligence is revolutionising digital infrastructure, from data centres to fibre to towercos. While AI itself is not new, many of its applications are, and demand for data centres is rocketing as providers look to support those applications. Thankfully, while AI is causing this increased demand, it may also be helpful in managing it, making businesses and assets more efficient. AI’s rapid development really does herald a new era. The future is here.
Nearshoring remains priority for US government as challenges emerge for data centres
Digital infrastructure now dominates North American fundraising, but growing public opposition and a wave of moratoriums threaten to slow the build-out.
Apollo’s deal-first, ‘no walls’ playbook for infra investing
Head of infra Olivia Wassenaar explains how Apollo's collaborative culture, flexible capital base and focus on opportunity shape its approach to the asset class.
Managers are evolving US renewables strategies at an inopportune time
While an electricity-hungry US continues to demand more, parts of the market are turning away from greenfield risks.
Foundation Credit closes second infra fund on $540m – exclusive
The fund targeting mid-market, local US infrastructure debt slightly exceeded its target of $500m.
Canada enjoys home advantage in AI infrastructure race
Boasting enviable low-carbon energy and impressive cross-border connectivity, the US’s northern neighbour has a clear head start in the AI race – if it can overcome multi-year interconnection queues.